Ocean Park Asset Management LLC Takes $681,000 Position in EPR Properties $EPR

Ocean Park Asset Management LLC purchased a new position in EPR Properties (NYSE:EPR) during the first quarter, HoldingsChannel reports. The firm purchased 13,649 shares of the real estate investment trust’s stock, valued at approximately $681,000.

Several other large investors also recently modified their holdings of EPR. Jefferies Financial Group Inc. purchased a new position in EPR Properties in the third quarter worth about $3,863,000. JPMorgan Chase & Co. grew its stake in shares of EPR Properties by 27.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 901,813 shares of the real estate investment trust’s stock valued at $52,314,000 after purchasing an additional 195,850 shares during the period. Elevation Point Wealth Partners LLC increased its position in shares of EPR Properties by 111,536.0% during the 3rd quarter. Elevation Point Wealth Partners LLC now owns 27,909 shares of the real estate investment trust’s stock valued at $1,627,000 after purchasing an additional 27,884 shares during the last quarter. Elo Mutual Pension Insurance Co purchased a new stake in shares of EPR Properties during the 3rd quarter valued at about $1,188,000. Finally, Focus Partners Advisor Solutions LLC increased its position in shares of EPR Properties by 92.2% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 25,494 shares of the real estate investment trust’s stock valued at $1,479,000 after purchasing an additional 12,228 shares during the last quarter. Institutional investors own 74.66% of the company’s stock.

EPR Properties Stock Performance

NYSE:EPR opened at $57.52 on Monday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 7.85 and a current ratio of 7.85. The stock has a 50-day simple moving average of $57.22 and a two-hundred day simple moving average of $54.92. The firm has a market capitalization of $4.40 billion, a PE ratio of 17.81, a P/E/G ratio of 2.32 and a beta of 1.03. EPR Properties has a 52-week low of $48.10 and a 52-week high of $62.08.

EPR Properties (NYSE:EPR) last posted its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.74 EPS for the quarter, missing the consensus estimate of $0.76 by ($0.02). EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.The company had revenue of $181.25 million during the quarter, compared to the consensus estimate of $150.01 million. During the same period last year, the business earned $1.21 EPS. The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. Analysts forecast that EPR Properties will post 5.31 EPS for the current year.

EPR Properties Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be issued a $0.31 dividend. This represents a c) annualized dividend and a yield of 6.5%. The ex-dividend date of this dividend is Tuesday, June 30th. EPR Properties’s dividend payout ratio is currently 115.17%.

Analyst Ratings Changes

A number of research firms recently issued reports on EPR. UBS Group raised their price objective on shares of EPR Properties from $54.00 to $58.00 and gave the stock a “neutral” rating in a report on Monday, March 9th. Truist Financial cut their target price on shares of EPR Properties from $62.00 to $61.00 and set a “hold” rating for the company in a research report on Tuesday, June 9th. Citigroup raised shares of EPR Properties from a “hold” rating to an “outperform” rating in a report on Friday, June 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of EPR Properties in a research report on Friday, May 22nd. Finally, Royal Bank Of Canada lifted their price target on shares of EPR Properties from $59.00 to $61.00 and gave the stock a “sector perform” rating in a research note on Tuesday, May 26th. Seven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, EPR Properties has a consensus rating of “Moderate Buy” and a consensus target price of $61.69.

Insider Buying and Selling

In other EPR Properties news, CAO Tonya L. Mater sold 2,600 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $56.50, for a total transaction of $146,900.00. Following the sale, the chief accounting officer owned 55,859 shares in the company, valued at approximately $3,156,033.50. This trade represents a 4.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.03% of the company’s stock.

EPR Properties Company Profile

EPR Properties is a real estate investment trust that specializes in experiential properties across the United States, Canada and select international markets. Established in 1997 and headquartered in Kansas City, Missouri, the company targets properties in the entertainment, recreation and education sectors. Its portfolio includes movie theaters, ski resorts, family entertainment centers, charter schools and other venues that benefit from consumer-driven experiences.

The trust employs long-term, triple-net lease agreements, where tenants are responsible for real estate taxes, insurance and maintenance.